SAN DIEGO –CUSO Financial Services and its sister company Sorrento Pacific Financial, both full-service broker-dealers, have named the winners of their promotion to support Life Insurance Awareness Month.
The individual advisor and financial institution team submitting the highest number of applications for life insurance throughout the duration of the contest were awarded.
The contest, which ran in support of the month branded by non-profit LIFE Foundation, was set up to promote the value of life insurance as an important component to safeguard a family’s financial future. Life Insurance Awareness Month spokesperson and former NFL quarterback Boomer Esiason, used football-themed prizes. Points were awarded for each policy submitted: one point for a term life policy, and three points for a permanent life policy. Every six points, or, “touchdown,” earned an advisor a $50 American Express gift card from CFS/SPF partner Imerti Financial Network.
The top advisor, with 33 points, is Sylvia Ho with HawaiiUSA FCU, who won a wins a customized tailgate party package.
The top insurance-selling financial institution for the third year in a row was University FCU in Austin, Texas.
Related links